wealth management cheshire
DESCRIPTION
We, at Octagon Wealth Management provide extensive support and expert guidance pertaining to your requirement of financial advice, Manchester. The firm’s independent financial advisor, Manchester will help you through the complete phase, from initial consultation, objective measurement, strategic implementation for finance handling, to on-going review and analysis.TRANSCRIPT
Octagon Wealth Management Ltd holds immense expertise in facilitating you with the most reliable wealth management services so that you can save a great deal of money from your earnings. The
professionals here create a perfect model for your wealth management in a smarter way.
INTRODUCTION
INDEX
•ABOUT US•TYPICAL OCTAGON WEALTH CLIENTS•OUR UNIQUE PROCESS•CONTACT US
ABOUT US
Octagon Wealth Management Ltd (Octagon Wealth Management) is a firm of Independent Financial Advisers. One of the big advantages of taking financial advice from an Independent Financial Adviser (IFA) is that it gives you access to the whole market without any form of bias or restriction.
TYPICAL OCTAGON WEALTH CLIENTS
Octagon Wealth Management provides holistic Independent Financial Advice across many areas.These include:•Personal Investments & Wealth Management•Personal and Corporate Pension arrangements•Retirement Planning•Business Planning
OUR UNIQUE PROCESS
Your Initial Consultation Review of Your Current SituationConstruction of Your Recommended PortfolioImplementationOn-going Reviews
Octagon Wealth Management LtdMartland Mill, Mart LaneBurscoughOrmskirk, Lancashire L40 0SDUnited Kingdom
01704898 570
www.octagonwealth.co.uk
